Why SoftBank's (9984 JP) Holdco Discount Is Narrowing
Historically, SoftBank's NAV discount has been one of the largest in the world. There were many explanations for this, from tax treatment issues to...
433 Views
Last Week in Event SPACE: Yahoo Japan, Hyundai Motor, APA, Anta, Investa Office, Melco, LG Plus
Last Week in Event SPACE ... The chance that in the next few months Yahoo Japan (4689 JP) gets out of its longer-term Overhang-Driven Funk is...
467 Views
Altaba's Big Yahoo Japan Selldown
Today after the close, Altaba Inc (AABA US) announced a secondary offering of 750mm shares of Yahoo Japan (4689 JP) at ¥353-360 yen, a very slight...
972 Views
Yahoo Japan Placement / Altaba Selldown - Needs a Longer Time Frame or a Strategic Shareholder
Altaba Inc (AABA US) is looking to sell 750m Yahoo Japan (4689 JP) shares for about US$2.5bn. The placement has an unlimited upsize option and...
392 Views
JAPAN FLOW Redux : Foreign Investor Flows (Still) Matter, and They Are (Still) Cyclical
A Bloomberg story this past week titled "A $35 Billion Selloff Is Pulling Down Japan's Stock Market" (link) got tweeted into my Twitter timeline so...
454 Views